Qualcomm Rumored to be in Talks to Acquire Intel

S. Schuchart

Summary Bullets:

• Qualcomm and Intel are big players in delivering the semiconductors that are used worldwide every day.

• There are significant financial considerations as to how Qualcomm could possibly finance a purchase as large as Intel.

Recently, it’s been reported that Qualcomm is in the early stages of negotiations to buy out Intel. Intel has been suffering from disappointing financial performance and has been restructuring the company as well as opening its fabrication plants to third parties. Intel has recently announced that it will be separating its fabrication business from the rest of Intel as part of its reaction to continued poor financial performance. Its recent travails have in part been caused by its being late to the party for chips designed for use in AI systems (more specifically GPUs), unlike chip rival Nvidia. Intel has also suffered from competition from long-time rival AMD in both the desktop and server market.

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BT’s AI Partnership with AWS Brings Internal Benefits and Suggests a Path to Enterprise Facing AI Relevance for Telcos

Gary Barton – Analyst, Business Network and IT Services

Summary Bullets:

• BT’s partnership with AWS gives internal BT divisional stakeholders a flexible path to generative AI (genAI) that should lead to customer-facing benefits and operational efficiencies.

• There is potential for the model used for this partnership to be adapted into an enterprise genAI solution with BT playing an aggregator role.

BT has announced the launch of BT GenAI Gateway, an internal genAI and large language model (LLM) platform delivered based on AWS technology. The solution has been built in partnership between BT and AWS, is hosted in AWS infrastructure, and makes use of AWS’ Amazon Bedrock (API access to genAI) and Amazon SageMaker (machine learning tools) solutions. Via the Bedrock platform, BT will have access to genAI foundation models (FMs) from companies such as AI21 Labs, Anthropic, Cohere, Meta, Mistral AI, Stability AI, and, naturally, Amazon itself.

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